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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-Jun-23 9:15 PM View:  | AppFolio, Inc. (APPF) | 27-Jun-23 | Grant | 921 | -- | -- | 21% 4.35K to 5.27K | |
| 19-May-23 7:02 PM View: | R1 Rcm Inc. /de (RCM) | 18-May-23 | Grant | 11,324 | -- | -- | 188% 6.04K to 17.36K | |
| 29-Jun-22 9:26 PM View: | AppFolio, Inc. (APPF) | 27-Jun-22 | Grant | 1,557 | -- | -- | 56% 2.79K to 4.35K | |
| 23-Jun-22 9:35 PM View: | R1 Rcm Inc. /de (RCM) | 21-Jun-22 | Grant | 6,039 | -- | -- | 100% 0 to 6.04K | |
| 30-Jun-21 8:43 PM View: | AppFolio, Inc. (APPF) | 28-Jun-21 | Grant | 1,039 | -- | -- | 59% 1.76K to 2.79K | |
| 03-Nov-20 8:07 PM View: | AppFolio, Inc. (APPF) | 01-Nov-20 | Grant | 1,756 | -- | -- | 100% 0 to 1.76K | |
| 27-Feb-20 5:10 PM View: | BB & T Corp. (TFC) | 25-Feb-20 | Grant | 2,923 | -- | -- | 89% 3.29K to 6.21K | |
| 09-Dec-19 12:31 PM View: | SunTrust Banks Inc. (STI) | 06-Dec-19 | Disposition | 2,537 | -- | -- | (50%) 5.07K to 2.54K | |
| 10-Dec-19 7:56 PM View: | BB & T Corp. (TFC) | 06-Dec-19 | Grant | 3,285 | -- | -- | 100% 0 to 3.29K | |
| 03-May-18 2:37 PM View: | SunTrust Banks Inc. (STI) | 02-May-18 | Market Sale | 1,500 | $67.35 | $101,025.00 | (37%) 4.04K to 2.54K | 29% |
| 26-Apr-18 5:02 PM View: | SunTrust Banks Inc. (STI) | 24-Apr-18 | Grant | 1,851 | $67.53 | $124,998.00 | 85% 2.19K to 4.04K | (30%) |
| 27-Apr-17 12:48 PM View: | SunTrust Banks Inc. (STI) | 25-Apr-17 | Grant | 2,186 | $57.19 | $125,017.00 | 100% 0 to 2.19K | (19%) |